John Patrick Nelligan

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 09/2018
  Chemical Bank
  Portage, MI
• 06/2014 → 09/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 06/2014 → 09/2018
  Cetera Investment Advisers Llc
  Portage, MI
• 09/2018 → 01/2020
  Tiaa
  East Lansing, MI
• 09/2018 → 01/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  East Lansing, MI
• 01/2020 → 04/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2020 → 04/2021
  Cuna Mutual Group
  Waverly, IA
• 04/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2020-01-31 → 2021-05-04
  Cuna Brokerage Services, Inc.
  Clarkston, MI
  Waverly, IA
  Auburn Hills, MI
  Clarkston, MI
• 2018-09-17 → 2020-01-21
  Tiaa-Cref Individual & Institutional Services, Llc
  East Lansing, MI
• 2014-06-05 → 2018-09-11
  Cetera Investment Advisers Llc
  Kalamazoo, MI
  Portage, MI
• 2012-10-30 → 2014-04-16
  Pnc Wealth Management Llc
  Battle Creek, MI
  Battle Creek, MI

Exams

• S66 Uniform Combined State Law Examination
  2012-10-25

Designations

• Certified Financial Planner

Other Names

• Jack Nelligan
• John P Nelligan